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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
201
Belpointe Asset Management
Nevada
$388K
CAM
202
Cozad Asset Management
Illinois
$385K +$14.2K +280 +4%
MFS
203
McNamara Financial Services
Massachusetts
$384K +$407 +8 +0.1%
SB
204
Strategic Blueprint
Georgia
$379K -$15.4K -303 -4%
OC
205
Oppenheimer & Co
New York
$377K -$6.86K -135 -2%
WCM
206
WealthBridge Capital Management
Ohio
$369K -$14.1K -277 -4%
QPW
207
Quantum Private Wealth
Florida
$367K
AIP
208
Ameritas Investment Partners
Nebraska
$365K +$23.4K +460 +7%
WI
209
Wintrust Investments
Illinois
$358K +$36.1K +710 +11%
FSG
210
Financial Strategies Group
Michigan
$354K +$6.3K +124 +2%
CBFP
211
Cedar Brook Financial Partners
Ohio
$332K -$2.08K -41 -0.6%
OFS
212
OneAscent Financial Services
Alabama
$322K -$19.3K -380 -6%
SFS
213
Security Financial Services
Indiana
$312K +$312K +6,132 New
Ameriprise
214
Ameriprise
Minnesota
$309K -$10.7K -210 -3%
SFG
215
Sovereign Financial Group
Connecticut
$309K
QCIG
216
Quad-Cities Investment Group
Iowa
$301K +$1.83K +36 +0.6%
MAM
217
Meeder Asset Management
Ohio
$294K +$14.2K +280 +5%
Mariner
218
Mariner
Kansas
$292K -$3.36M -66,141 -92%
XF
219
XML Financial
Maryland
$291K
TIM
220
Total Investment Management
Arizona
$291K +$1.93K +38 +0.7%
FPCG
221
Forum Private Client Group
Indiana
$289K
TA
222
TrueWealth Advisors
Alabama
$288K +$9.3K +183 +3%
GWM
223
Geneos Wealth Management
Colorado
$283K
WPW
224
Watershed Private Wealth
Illinois
$282K +$55.2K +1,086 +24%
HIM
225
Hanlon Investment Management
New Jersey
$275K